Risk Management Platform Ideas

COI Submissions




Question – is it possible to make the expiration fields required fields when the vendor is submitting a new COI (via the “provide certificate link”)?

 
Thanks,
 
 
Whitney Smith, ARM
Senior Loss Control Analyst
Alliant Americas
353 North Clark Street
Chicago, IL 60654 
D 312
595 8305 

E
whitney.smith@alliant.com

 

CA License No. 0803093
Mesirow Insurance Services, Inc., an Alliant-owned company
 

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Hello WhitneyWe would have to put this in as an enhancement request, as there is no way to currently do this in the system


Kenneth Hopkins
Succeed Management Solutions | software.support@succeedms.com | RMC Support: (503) 766-6063 | www.kpaonline.com






Would you be able to build this capability in for one of my clients? If so, how much would it cost?

 
Thanks,

 
 
Whitney Smith, ARM
Senior Loss Control Analyst
Alliant Americas
D 312 595 8305
 









This email and its attachments are for the exclusive use of the intended recipients, and may contain proprietary information and trade secrets of Alliant Insurance Services, Inc. and its subsidiaries. This email may also contain information that is confidential,
or otherwise protected from disclosure by contract or law. Any unauthorized use, disclosure, or distribution of this email and its attachments is prohibited. If you are not the intended recipient, let us know by reply email and then destroy all electronic
and physical copies of this message and attachments. Nothing in this email or its attachments is intended to be legal, financial, or tax advice, and recipients are advised to consult with their appropriate advisors regarding any legal, financial, or tax implications.
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  • Jun 13 2019
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